Location

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Description

WORKSHOP LEADERMarcoVangelistiworked in the finance industry for 20 years and the investment management industry for the last 6. For 12 years he taught Chartered Financial Analysts (CFA) in Social Financing portfolio management, asset allocation, and performance & risk analysis, Marco is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network since 2009.

Marco is a 100% impact investor with 8 years of direct local investing. Marco developed Essential Knowledge for Transition – a curriculum for engaged citizens to understand the money and banking system, the economic system and the financial system and how we need to transform them.

Marco speaks nationally as a guest lecture and author, sharing his experience doing direct Slow Money investing, with communities around the country to help them increase their capacity for local investing. We are thrilled to be bringing him back, by popular demand, to North Carolina!

WORKSHOP DESCRIPTION

Global finance is an opaque landscape for individual investors. All too often, our investments can end up tied to socially and environmentally harmful industries, without our knowledge.

How can we empower ourselves to act in this sphere, and direct our money toward profitable, progressive businesses?

If you long to operate with integrity in all parts of your life but feel underequipped or bewildered by the idea of aligning your investments with your values, this workshop is a chance to learn essential portfolio management skills and link your financial resources with local resilience.

In this safe, supportive and constructive workshop you will:

Learn about the problems with global finance from an ex-insider

Clarify your own values and build your personal investment compass

Learn basic concepts of portfolio management and the tools to assess your liquidity and risk profile

Learn to include non-financial considerations when evaluating investments

Determine the prudent allocation of your portfolio to direct, impact or local investments

Learn how to assess the risk and the alignment with your values of an investment opportunity

Connect with a group of like-minded individuals interested in building a better world through their investments